Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MARK SHEPTOFF FINANCIAL PLANNING LLC | COM | 1701 | $28,816 | 800 | 0.00 | 0.00 | -300 | -27.27 | 12-31-2023 |
MILESTONE WEALTH LLC | FOREIGN CANADIAN | 1702 | $34,000 | 793 | 0.04 | 0.03 | 0 | 0.00 | 06-30-2022 |
ISLAY CAPITAL MANAGEMENT LLC | COM | 1703 | $27,988 | 777 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS | COM | 1704 | $27,952 | 776 | 0.00 | 776 | +Inf | 12-31-2023 |